BWM
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BKM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BKM Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,644,982
Closed -$1.69M – 550
2023
Q4 		$1.69M Buy
+1,644,982
New +$1.69M 0.72% 32